Twin Peaks Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,059 shares of XSHQ stock, worth $650,247. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,059
Previous 15,212
1.01%
Holding current value
$650,247
Previous $659 Million
3.16%
% of portfolio
0.27%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding XSHQ
# of Institutions
66Shares Held
6.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.32MShares$57 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$43.9 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO825KShares$35.6 Million0.53% of portfolio
-
New York Life Investment Management LLC New York, NY508KShares$22 Million0.22% of portfolio
-
Confluence Investment Management LLC428KShares$18.5 Million0.26% of portfolio